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BKPIX vs OEPIX
BKPIX vs OEPIX Comparison Chart in %
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BKPIX vs. OEPIX commentary
Oct 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKPIX is a StrongBuy and OEPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OEPIX has more cash in the bank: 10.1M vs. BKPIX (7.89M). BKPIX pays higher dividends than OEPIX: BKPIX (0.69) vs OEPIX (0.63). BKPIX was incepted earlier than OEPIX: BKPIX (24 years) vs OEPIX (19 years). BKPIX (1.92) is less costly to investors than OEPIX (1.72). OEPIX is a more actively managed with annual turnover of: 217.00 vs. BKPIX (163.00). BKPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BKPIX annual gain was more profitable for investors over the last year : 5.39 vs. OEPIX (-5.67). OEPIX return over 5 years is better than : 189.31 vs. BKPIX (110.36).
| BKPIX | OEPIX | BKPIX / OEPIX | |
| Total Expense Ratio | 1.78 | 1.72 | 103% |
| Annual Report Gross Expense Ratio | 1.92 | 1.72 | 112% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.794 | -6.723 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.89M | 10.1M | 78% |
| Annual Yield % from dividends | 0.69 | 0.63 | 108% |
| Returns for 1 year | 5.39 | -5.67 | -95% |
| Returns for 3 years | 43.67 | -15.61 | -280% |
| Returns for 5 years | 110.36 | 189.31 | 58% |
| Returns for 10 years | 110.69 | -81.44 | -136% |
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